RMC

Resources Management Corp Portfolio holdings

AUM $736M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$24.1M
3
+$19.1M
4
BR icon
Broadridge
BR
+$17.9M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$16.3M

Top Sells

1
+$111M
2
+$41.2M
3
+$35.4M
4
PFE icon
Pfizer
PFE
+$29.8M
5
ORCL icon
Oracle
ORCL
+$25.3M

Sector Composition

1 Technology 16.88%
2 Financials 15.59%
3 Healthcare 13.59%
4 Industrials 9.21%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$97K 0.02%
90,000
+66,400
252
$96K 0.02%
+531
253
$95K 0.02%
310
+260
254
$94K 0.02%
623
-4,543
255
$89K 0.01%
238
-162
256
$89K 0.01%
978
+741
257
$89K 0.01%
374
+215
258
$83K 0.01%
200
-99,198
259
$81K 0.01%
266
-367
260
$78K 0.01%
566
-62
261
$78K 0.01%
520
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262
$76K 0.01%
+3,870
263
$74K 0.01%
+730
264
$72K 0.01%
1,006
-85,559
265
$70K 0.01%
3,560
-14,890
266
$69K 0.01%
+531
267
$65K 0.01%
600
-4,710
268
$65K 0.01%
550
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269
$64K 0.01%
380
-4,742
270
$63K 0.01%
625
-8,892
271
$61K 0.01%
300
-310
272
$55K 0.01%
2,300
-6,300
273
$54K 0.01%
2,695
-38,909
274
$51K 0.01%
655
-7,475
275
$51K 0.01%
1,044
+294
9 10
11
12 13